Managed Account Services Inc

MANAGED ACCOUNT SERVICES INC, a Florida corporation, specializes in managed account services and has 11 employees, with 7 of them serving in advisory roles. While the number of clients served is unknown, the firm's SEC status is approved and has been registered since August 1994.

• BRETT C. FINGERHUT

  TRUSTEE OF BRETT FINGERHUT REVOCABLE TRUST owns more than 5% but less than 10%

• BRETT FINGERHUT REVOCABLE TRUST

  SHAREHOLDER owns more than 5% but less than 10%

• DAVID SEIGLIE

  CHIEF COMPLIANCE OFFICER owns less than 5%

• FRANCIS CHARLES ARMSTRONG

  PRESIDENT, TRUSTEE OF FRANK ARMSTRONG LIVING TRUST owns more than 50% but less than 75%

• FRANK ARMSTRONG LIVING TRUST

  SHAREHOLDER owns more than 50% but less than 75%

• RICHARD JAMES FELDMAN

  SHAREHOLDER owns more than 25% but less than 50%

• ROBERT J. GORDON REVOCABLE TRUST

  SHAREHOLDER owns more than 5% but less than 10%

• ROBERT JOSEPH GORDON

  TRUSTEE OF ROBERT GORDON REVOCABLE TRUST owns more than 5% but less than 10%

• Interamerican Advisors Incorporated

• The Rise and Fall of Managed Account Services Inc: Q2 2021 vs. Q3 2021

• ISHARES TR CORE S&P500 ETF $16,332k
• VANGUARD INDEX FDS REAL ESTATE ETF $10,967k
• VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $9,775k
• SPDR SERIES TRUST $6,044k
• ISHARES $5,858k
• VANGUARD INDEX FDS VALUE ETF $4,709k
• S&P WRLD EX US $4,686k
• SPDR SERIES TRUST $4,629k
• SPDR SERIES TRUST $4,501k
• ISHARES $4,472k